Marianne Ludlow
Attorney and Counselor at Law

I help clients pass down their assets smoothly and in a tax-advantaged way to create opportunities for future generations. I partner with clients to help them achieve their estate and business planning goals and provide their loved ones with financial security and peace of mind. By combining the latest estate and business planning strategies with experienced counsel, I strive to provide clients with extraordinary legal services and top-notch client care. I secure and protect individuals, families, and businesses through the following:
• Wills and Revocable Trusts
• Irrevocable Trusts
• Asset Protection Planning
• Estate and Income Tax Planning
• Business Formation and Succession Planning
• Planning for Blended Families and Families with Special Considerations
• Trust Administration and Probate

I am committed to not only drafting a personalized estate plan but also helping clients implement it. When I was just out of law school, my grandmother died. While she had a will and trust in place, the attorney had not helped her organize and transfer her assets into the trust. My dad and I spent many late nights locating disorganized assets and navigating probate. Also, even though my grandmother lived frugally, because she didn’t have an ongoing relationship with her attorney, she never addressed tax issues that arose resulting in a large tax at her death.

Proper planning and implementation can help avoid these types of situations and can ease the burden of loved ones during difficult times. Our estate planning team provides clients with help, education, and support with their estate plans so they can achieve their goals and have peace of mind and predictability for their loved ones and business.

Currently I serve as the chair of the Utah Bar Estate Planning Section, the president of the Utah Valley Estate Planning Council, and a member of the National Association of Estate Planning Attorneys and Wealth Counsel. I regularly speak on estate and tax planning, asset protection, business planning, and trust administration to various organizations including the Utah Bar Estate Planning Section, the Utah Valley Estate Planning Council, Wealth Council forum, and at a variety of events for financial professionals and business owners.

I also serve on the board of Ignite Entrepreneurship Academy (a K-8 charter school that promotes entrepreneurial and self-lead learning) and love to ski, hike & travel with my family.

Education
George Mason University Law School, 1997, J.D., High Honors (top 10%)
Brigham Young University, 1994, B.S. and B.A., cum laude (top 10%), Economics and Political Science

Professional Associations
Utah State Bar Estate Planning Section (2006 – present)
• Chair (2022-2023)
• Vice Chair (2021-2022)
• Secretary/Treasurer (2020-2021)
• Program Chair (2019-2020)
Utah County Estate Planning Council (2017 – present)
• President (2022-2023)
• Board Member (2020-present)
Utah State Bar Business Law Section (2006 – present)
National Association of Estate Planners & Councils (2017 – present).

Contact: [email protected]

Shawna Doughman
Attorney and Counselor at Law

Estate Planning is fundamentally about taking care of yourself and your loved ones, in both the short and longterm. Every family is unique, and to plan for your future properly, careful consideration needs to be given to each family member’s situation. What is the future you envision for them and how can you best enable it through thoughtful estate planning?

After completing my Master’s degree in Psychology, I began practicing law with a dedicated focus on the family. I bring a unique combination of expertise in counseling to the practice of law, giving me an invaluable perspective on family and the nuances associated with estate planning. You have worked a lifetime to build relationships and accumulate various assets; it is important to the legacy you leave to understand properly both the options available to you, and the implications of your decisions in planning for the people and causes most dear to you.

With proper care and counsel, I guide my clients through every step of the estate planning process.
We will leverage extensive legal insight on critical decisions to help you carefully consider all of the roles required to plan and manage your estate. Who would be the best to fill the required roles, what are the opportunities for asset and business protection, how are taxes best managed to preserve wealth, and what are effective methods for protecting assets from creditors. As we age, our attention naturally turns to the next generation. How do we help create the best possible future for them and their loved ones?
I have experienced innumerable scenarios that can help inform your decisions and guide you through a peaceful transfer of wealth, with insight into ways to prepare yourselves and your families.

In 1789, Benjamin Franklin said “Our new constitution is now established, everything seems to
promise it will be durable; but, in this world, nothing is certain except death and taxes.” While we
can’t help you avoid the one, we can and will help you avoid the other, with durable documents and
planning that will save confusion, heartache, division, questioning, and uncertainty. I look forward to
working with you.

Education
I graduated with honors from Golden Gate University Law School in San Francisco where I was in the top 10 of my class, receiving numerous awards while serving on the Law Review. I am licensed to practice law in Utah and in California. Before law school, I attended Santa Clara University in California where I obtained a masters degree in Counseling. My undergraduate degree is in Psychology from Brigham Young University.

Lori Stephenson
Client Care Advocate

Job Description: Client Care Advocate. As a dedicated advocate for client care, I am
deeply committed to ensuring that every client has a positive and reassuring
experience.
Background: I transitioned into estate planning following many rewarding years in
education, where I served as a managing librarian for a school district. My path took a
personal turn when I faced the challenges of insufficient estate planning myself. This
experience ignited a passion in me to help others avoid similar pitfalls.
In My Spare Time: Outside of work, I am an enthusiastic traveler, always keen to
explore the local way of life, often through unique visits to Costco in different regions.
My love for books is a constant companion on these journeys, drawing me to thrift
shops in search of hidden literary treasures.

Contact: [email protected]

Paige Albrecht
Trust Funding Director

Position: Trust Funding Director. I assist our estate planning clients with putting their assets into their
trusts, so their assets pass to their loved ones as intended and their trusts function properly.

Education: BA in English, BYU, 2020. Masters in Public Service, UVU, 2023.
Why I love my job: It’s very rewarding to help bring our clients peace of mind, knowing that their
financial legacy is secure and that they have planned wisely for their loved ones.

Background: I’ve lived all over the US, from Hawaii to the Carolinas, and then settled in Lehi over 20
years ago. Together, my husband Sterling and I have eight children ranging in age from 9-24, and a dog
named Chess. I’m lucky because my favorite volunteer hobbies have turned into actual jobs, including
social work, teaching, government, and now estate planning.
What I enjoy doing in my spare time: I enjoy traveling with my family, European history, musical
theatre, true crime podcasts, 500 piece jigsaw puzzles, and following local politics.

Contact: [email protected]

Helen Canady
Trust Funding Director

Education: Bachelor of Arts in American Studies from Brigham Young University.
Why I Love My Job: My passion for people is at the heart of my work as a Trust
Funding Director. I thrive on collaborating with intelligent and fun colleagues, as well as
meeting new clients. I find joy in the uniqueness of each individual, believing that we all
have valuable lessons to learn from one another.
What I Bring to the Role: My diverse background, coupled with my genuine interest in
people, enables me to connect effectively with clients and colleagues alike. My
international perspective, honed by my journey from England to the U.S., enriches my
approach to trust funding. My educational background in American Studies provides me
with a broad understanding of cultural and historical contexts, which is invaluable in my
role.
About Me: Originally from England, I moved to the United States during my junior year
of high school. After settling in, I pursued a Bachelor of Arts in American Studies from
Brigham Young University. I spent 17 years living in California, where I raised five of my
six children. Now, I'm thrilled to be back in Utah, close to family.
In My Spare Time: I am an avid reader with a particular fondness for historical fiction.
My leisure activities include hiking, walking, and exercising, often accompanied by
friends. I have a deep love for the beach and seize any opportunity to spend a day
there.
Looking Forward: I am excited to continue building relationships and exploring new
opportunities in this dynamic field. I am committed to contributing positively to our team
and clients, ensuring that every interaction is meaningful and productive.

Contact: [email protected]

Candice Vaughn
Legal Assistant/Paralegal

Background: My academic journey includes a Bachelor of Science in Family Studies
from BYU, complemented by a Paralegal Studies certificate from Ensign College,
providing me with a comprehensive understanding of legal frameworks and document
preparation. Prior to becoming a Paralegal, I was a Language Arts teacher for Special
Education and worked in a customer service role 7 ½ years.

Why I love my job: I like working for Marianne because she is incredibly professional
and really good at what she does. I enjoy the people I work with and appreciate the
cohesiveness in the office.

In my spare time: I love spending time with my kids, hiking in the summer, traveling,
listening to podcasts, and reading.

Contact: [email protected]

Trish DuBois
Client Relations Coordinator

I have the pleasure of being the first point of contact for our valued clients, whether it’s
over the phone or in our office. With an eye for detail, I manage our client's binders,
securely scan, and provide support across our staff.
What I love most about my role is the opportunity to meet and assist a diverse array of
incredible individuals and collaborate with a fantastic team of dedicated women.
Together, we're not just providing a service; we're helping people protect and care for
their families' futures.

Background: Before joining Parsons Behle, I spent several years assisting clients and
honing my customer service skills in the jewelry business. As an office manager and
inventory control specialist for Jared the Galeria of Jewelry for a decade, and later as a
purchasing manager for Tiny Blessings, I learned the importance of trust and
excellence values that I now bring to the legal field.

Outside of the office, my world is filled with the joys of reading, exploring new
destinations through travel, and most precious of all, spending quality time with my
granddaughter. These moments remind me why we do what we do here at Parsons,
Behle & Latimer —to secure the joy and well-being of our families.

Contact: [email protected]